-16.1%
AFRM vs VIK
+39.1%
-55.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.5% |
| 7D | +3.1% | +3.6% | -0.5% | +1.5% |
| 30D | -4.2% | -16.7% | +12.5% | +2.9% |
| 3M | +10.1% | -1.1% | +11.2% | +9.5% |
| 6M | +39.4% | +27.8% | +11.6% | +24.4% |
| YTD | -3.2% | +23.3% | -26.5% | -12.0% |
| 1Y | -16.1% | +38.2% | -54.3% | -30.4% |
| All | -16.1% | +39.1% | -55.2% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VIK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling